Lori Irwin, CFP, Financial Planner and Operational Manager, combines Signature's best business practices, efficient methodologies with automation to help Signature staff deliver superior service to their clients. Her experience in database design and development allow Signature to track client/market information and retrieve it at their fingertips. In our business, access to meaningful information is key to quality service, so she is always searching out technological tools to help us analyze that information. Lori brainstorms with each department to help design and document each area's best practices in servicing clients as we continuously improve our processes to deliver superior service in a compliant and cost effective manner. Lori also enjoys spending time organizing and analyzing client information to help them achieve their life goals. She has implemented Monte Carlo analysis for our planning engagements. This methodology helps clients visualize the uncertainty of market returns and assess probabilities of success of a planning strategy. From back office operations to delivery of client services, Lori serves Signature's clients with professional analysis and efficient solutions. Lori's educational background combines business management with financial planning. Lori has a bachelor's degree in business administration from the College of Charleston and a M.B.A. with an emphasis in finance from Charleston Southern University. She has earned the Professional Financial Planner designation from Old Dominion University.